clio, servemanager
Create a court case in ServeManager when a new matter is added in Clio
Create a court case in ServeManager when a new matter is added in Clio
Zaps
Notify team on Slack and update client records in Zoho CRM when new note is added
Notify team on Slack and update client records in Zoho CRM when new note is added
Notify your team in Slack and update client records in Zoho CRM when a new note is added in the portal. This keeps everyone informed and ensures accurate client data, enhancing collaboration and improving service delivery.
Zap details:
Overview
Notify your team in Slack and update client records in Zoho CRM when a new note is added in the portal. This keeps everyone informed and ensures accurate client data, enhancing collaboration and improving service delivery.